We are a medical device manufacturer looking for an experienced Make.com automation specialist to build an order processing and manufacturing workflow integrating Microsoft 365, SharePoint, Katana ERP, and BarTender. Project Scope: Monitor Microsoft 365 shared mailbox/API/webhook for new orders Extract order data and attachments Automatically create SharePoint order folders Upload and organize order files (scan files, manufacturing files, QA documents, etc.) Create and update Katana ERP sales/manufacturing orders via API Link SharePoint files back to Katana records Support future BarTender label automation Required Experience: Make.com advanced workflows REST APIs / JSON Webhooks Microsoft Graph API SharePoint automation ERP integrations Preferred: Katana ERP experience BarTender Automation experience Manufacturing or medical device workflows Deliverables: Fully functioning Make.com automation Documented workflow Error handling and scalable setup

I am building a reusable lead follow-up and consultation booking automation system for med spas and aesthetic clinics. I need an experienced automation specialist who can build, test, document, and hand off a production-ready workflow system. This is not a one-off Zapier task. I need a reusable system that can be adapted for future clients. What the system should do: * Recover missed calls and website inquiries before they go cold * Send fast SMS/email follow-up to new leads * Collect basic service interest without giving medical advice * Send a consultation booking link * Log every lead in a CRM or lead tracker * Track lead status from new inquiry to booked consultation * Notify clinic staff when a lead replies, books, or needs human review * Escalate medical, treatment-specific, pricing-sensitive, or sensitive questions to staff * Run a simple no-response follow-up sequence * Send appointment reminders after a consultation is booked * Provide a weekly lead activity summary showing new leads, contacted leads, booked consultations, no-responses, and escalations Preferred stack: - Make - Airtable - Twilio - Calendly - Google Workspace / Gmail I am open to GoHighLevel or other stack recommendations if you can explain the trade-offs clearly. Important compliance guardrails: The system is for appointment scheduling and lead follow-up only. It must not provide medical advice, diagnose, recommend treatments, collect sensitive medical history, or answer treatment-specific questions. Any medical, pricing-sensitive, treatment-specific, or sensitive question should be routed to clinic staff. Required deliverables: - Workflow diagram - Recommended stack document - Working demo system - CRM/tracker template - SMS/email message templates configured with variables - Testing checklist - Client onboarding checklist - Duplication/setup guide - Loom walkthrough - Handoff documentation - Monthly tool cost estimate - Limitations and risks document Budget: Fixed price: $1,500 Budget flexible up to $2,000 for the right reusable system. Proposed milestones: Milestone 1 — Architecture and stack recommendation $300 Milestone 2 — Working build $800 Milestone 3 — Documentation and handoff $400 PLEASE COMPLETE THE SCREENING QUESTIONS WHEN APPLYING: 1. Describe a workflow you built involving SMS follow-up triggered by a call or form submission. What tools did you use? 2. What is the most complex Make.com scenario you have built? 3. Have you built Airtable as a CRM or lead tracker before? Describe the structure. 4. Have you integrated Twilio with Make or Zapier for SMS automation? 5. Have you connected Calendly webhooks to downstream automation? 6. How would you prevent this system from giving medical advice or collecting sensitive information? 7. What does your documentation and handoff process include? 8. For this use case, would you recommend GoHighLevel or Make + Airtable + Twilio? Why?

We are seeking an experienced Workflow Automation Specialist to design and implement a scalable email automation system that streamlines the processing of inbound requests and outbound communications for Data Subject Rights Requests. Our team currently handles a moderate-to-high volume of incoming emails from multiple sources. Much of the workflow involves repetitive administrative tasks, including reviewing emails, extracting key information, manually logging data, and sending standardized responses. We are looking for a consultant/developer who can evaluate our existing process (combination of GMail & Monday.com), recommend the best tech to use, and build a solution that significantly reduces manual effort while maintaining accuracy, visibility, and auditability (this is key!). Full job & project details in the attached PDF

We’re looking for an experienced Marketing Automation Specialist to help build the automation infrastructure for a rapidly growing virtual health education company. Our current tech stack includes: * HeySummit * Kit (formerly ConvertKit) * Circle * Monday.com * Stripe * Zapier and/or Make Project Scope We’re looking for someone who can connect our systems and build reliable automations that reduce manual work and improve the attendee experience. Responsibilities include: * Connect HeySummit registrations with Kit * Build automated tagging and segmentation * Sync purchases between platforms * Automate Circle community invitations and onboarding * Build attendee, speaker, sponsor, and affiliate workflows * Create abandoned registration and purchase automations * Test all workflows thoroughly * Document every automation so our internal team can maintain it Requirements * Advanced Kit automation experience * Strong Zapier and/or Make experience * API integration experience * Experience building customer journeys and marketing automations * Excellent documentation skills * Ability to recommend best practices rather than simply follow instructions Bonus if you’ve worked with HeySummit or Circle before. Please include: * Examples of similar automation projects * The platforms you’ve worked with * Estimated timeline * Fixed project price This is a project-based contract with the potential for future optimization work.

Description: We’re looking for a reliable and detail-oriented Project Manager / Administrative Assistant with strong experience in Monday.com to help streamline workflows, manage tasks, and keep projects on track. Hours per Week TBD. Responsibilities: • Set up and manage boards, automations, and dashboards in Monday.com • Organize and track project timelines, deliverables, and priorities • Coordinate with team members to ensure tasks are completed on schedule • Communicate with external clients to schedule meetings and provide support • Maintain clear documentation and processes • Assist with general administrative tasks as needed Requirements: • Proven experience using Monday.com (please share examples) • Fluent in English (written and verbal) • Strong organizational and project management skills • Excellent communication and follow-up • Comfortable reaching out to external clients for scheduling and support • Proficiency in Microsoft Word, Excel, and PowerPoint • Ability to work independently and meet deadlines • Experience in marketing or creative teams is a plus Project Details: • Part-time to start (potential for ongoing work) Flexible hours, but must be responsive and proactive Remote